Just before the end of 2017, Congress passed the Tax Cuts and Jobs Act (TCJA), which brought sweeping changes to the tax code.
With strong equity and real estate performance in recent years, some donors are turning to appreciated assets—stocks, real estate, and other investments that have grown in value—as a way to maximize both their philanthropic impact and their tax benefits.
As charitable giving continues to evolve, donors face a shifting landscape shaped by updated tax regulations and new incentives.
Each year, we highlight the benefits of Donor Advised Funds (DAFs) to help clients maximize their charitable giving.
What you need to know to plan ahead.
If you are among the many Americans enrolling in Medicare for the first time during the October 15-December 7 open enrollment period, you have probably done a good bit of research on plans and specifics and feel confident in the coverage you have selected.
What donors need to know.
Good news! The IRS has increased the employee contribution limit for 401(k) and other retirement plans for 2025.
Is this your first time enrolling in Medicare and wondering what to do?
Why working with a financial advisor is about more than just money.
If you are not a current client but would like to receive pertinent information about how we help people like you, please sign up now. We will send you helpful content and webinar invitations. Thanks for your interest!
If you are not a current client but would like to receive pertinent information about how we help people like you, please sign up now. We will send you helpful content and webinar invitations. Thanks for your interest!
